Your life and finances are well worth getting serious about. So, whatever phase of life you're in - just starting out, supporting a growing family, expanding your business or thinking about retirement and beyond - Ciccone McKay will work with you to create the right plan to reach your financial goals and life objectives.
There are a lot of reasons to work with Ciccone McKay. As independent advisors, we're free to work with any of the insurance and investment firms, ensuring you have access to the best the industry has to offer. Our commitment to ensuring our client's experience is understandable, smooth, and collaborative.
There are a lot of reasons to work with Ciccone McKay. As independent advisors, we're free to work with any of the insurance and investment firms, ensuring you have access to the best the industry has to offer. Our commitment to ensuring our client's experience is understandable, smooth, and collaborative.
Services
All too often in financial management, the left hand doesn't know what the right hand is doing. At Ciccone McKay, we want to change that. We provide integrated, personalized business and family financial and succession planning for our clients, based on our core values of collaboration, transparency, and balance.
When it comes to planning for the future, many people seek advice from various unconnected professionals: lawyers, accountants, insurance and investment advisors and so on. While many produce excellent work, these professionals often operate within the focus of their own profession.
The problem with this approach to planning is it typically results in gaps and incompletions for the overall financial plan as individual strategies fail to align with one another.These concerns are solved by the approach used by Ciccone McKay's Intergenerational Financial Planning division.
The problem with this approach to planning is it typically results in gaps and incompletions for the overall financial plan as individual strategies fail to align with one another.These concerns are solved by the approach used by Ciccone McKay's Intergenerational Financial Planning division.
How do you get to where you want to be? How do you make sure that your portfolio delivers the results and the lifestyle you want and deserve? Most financial advisors take a standard approach. They pool all your assets into one investment portfolio, making it difficult to track progress towards your individual objectives.
The choice is simple. Either you manage risk, or risk manages you. And with all the surprise twists and turns life can spring on you, risk management is your best safeguard to protect everything for which you've worked so hard. Fortunately, we've seen just about everything. We can help you develop a customized risk management plan to safeguard your family, your business, and your future.
Estate planning is the process of organizing the transfer of your assets upon death. Whether you are most concerned about avoiding uncertainty and stress or minimizing taxes, we believe the most important aspect of estate planning is deciding what your legacy will look like - and making sure that everything is in place for that to happen.
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